SL- Processes

Key processes trigerred by Sales team are as given below:

  1. Student adminssion: Variants- New student, Existing student
  2. Student Transfer
  3. Other Sales
  4. Student Exit
  5. Admission: Variants- upto Primary 2, Primary 3 onwards

Key activites that need to be performed in the given sequence are as given below:

Student admission

New student applicant process variant- Process flow:

Activity Executed by Navigation Link
Lead Creation Marketing Executive Home > CRM > Sales Pipeline > Lead in ERPNext OR Lead creation through SIS Website [Click here]
Lead Follow-Up Updation Marketing Executive Home > CRM >Sales Pipeline > Lead > Follow up tab [Click here]
Lead Status Updation Marketing Executive Admission Manager Home > CRM > Lead > Lead List [Click here]
Student Applicant Creation Marketing Executive Navigation: Home > CRM> Lead> Create> Student Applicant Click here
Registration Fee Sales Invoice Creation Marketing Executive Navigation: Home > Education> Student Applicant> Create Sales Invoice OR Navigation: Home > Selling > Sales Invoice Click here
Sales Invoice Submission AR Executive Finance Manager Home > Accounting Module > Select Sales Invoice > Click on New Sales Invoice OR Home > Go to Selling Module > Go to Sales Invoice [Click here]
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry OR Home > Go to Accounting Module > Select Receivables > Go to Payment Entry > Click on New Payment Entry [Click here]
Academic Fees Sales Invoice Creation Marketing Executive Navigation: Home > Education> Student Applicant> Create Sales Invoice OR Navigation: Home > Selling > Sales Invoice Click here
Academic Fees Sales Invoice Creation AR Executive Navigation: Home > Education > Fee Schedule list > Select Create Sales Invoice Click here
Process Deferred Accounting AR Executive Home > Accounting Module > Process Deferred Accounting [Click here]
Monthly Posting of Journal Entry AR Executive Home > Accounting Module > Journal Entry [Click here]
Sales Invoice Submission AR Executive Finance Manager Home > Accounting Module > Select Sales Invoice > Click on New Sales Invoice OR Home > Go to Selling Module > Go to Sales Invoice [Click here]
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry OR Home > Go to Accounting Module > Select Receivables > Go to Payment Entry > Click on New Payment Entry [Click here]
Payment Reconciliation AP Executive / Finance Manager Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation [Click here]
Lead Follow-Up Updation Marketing Executive Home > CRM >Sales Pipeline > Lead > Follow up tab [Click here]
Student Applicant Approval Admission Manager Home>Education>Student Applicant>click on Approve / Reject (button) Click here
Student Enrollment for the Academic Year Registrar Home>Education>Student Applicant>click on Enroll button Click here

Existing student applicant process variant - Process flow

Activity Executed by Navigation Link
Fee Schedule Creation & Submission Marketing Executive Home > Education > Fee Structure > Fee Schedule Creation [Click here]
Academic Fees Sales Invoice Creation Marketing Executive Navigation: Home > Education> Student Applicant> Create Sales Invoice OR Navigation: Home > Selling > Sales Invoice Click here
Process Deferred Accounting AR Executive Home > Accounting Module > Process Deferred Accounting [Click here]
Monthly Posting of Journal Entry AR Executive Home > Accounting Module > Journal Entry [Click here]
Sales Invoice Submission AR Executive Finance Manager Home > Accounting Module > Select Sales Invoice > Click on New Sales Invoice OR Home > Go to Selling Module > Go to Sales Invoice [Click here]
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry OR Home > Go to Accounting Module > Select Receivables > Go to Payment Entry > Click on New Payment Entry [Click here]
Payment Reconciliation AP Executive / Finance Manager Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation [Click here]
Program Enrollment Creation & Save Finance Manager Home > Education Module > Program Enrollment Tool [Click here]
Student Applicant Approval Admission Manager Home>Education>Student Applicant>click on Approve / Reject (button) [Click here]
Student Enrollment for the Academic Year Registrar Home>Education>Student Applicant>click on Enroll button [Click here]

Student Transfer

Various activities executed under this process are given below:

Activity Executed by Navigation Link
Student Applicant Creation Marketing Executive Navigation: Home > CRM> Lead> Create> Student Applicant Click here
Academic Fees Sales Invoice Creation Marketing Executive Navigation: Home > Education> Student Applicant> Create Sales Invoice OR Navigation: Home > Selling > Sales Invoice Click here
Process Deferred Accounting AR Executive Home > Accounting Module > Process Deferred Accounting [Click here]
Monthly Posting of Journal Entry AR Executive Home > Accounting Module > Journal Entry [Click here]
Academic Fees Sales Invoice Submission Finance Manager Navigation: Home > Education> Student Applicant> Create Sales Invoice OR Navigation: Home > Selling > Sales Invoice Click here
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry OR Home > Go to Accounting Module > Select Receivables > Go to Payment Entry > Click on New Payment Entry [Click here]
Payment Reconciliation AP Executive / Finance Manager Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation [Click here]
Student Applicant Approval Admission Manager Home>Education>Student Applicant>click on Approve / Reject (button) [Click here]
Student Enrollment for the Academic Year Registrar Home>Education>Student Applicant>click on Enroll button [Click here]

Other Sales

Activity Executed by Navigation Link
Service Sales Invoice Creation Marketing Executive Home> Accounting > Sales Invoice > Add Sales Invoice Click here
Sales Invoice Submission AR Executive Finance Manager Home > Go to Selling Module > Go to Sales Invoice Click here
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry Click here
Payment Reconciliation AP Executive / Finance Manager Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation [Click here]

Student Exit

Activity Executed by Navigation Link
Fee Schedule Creation & Submission Marketing Executive Home > Education > Fee Structure > Fee Schedule Creation Click here
Academic Fees Sales Invoice Creation Marketing Executive Home > Education>Student Applicant>Create Sales Invoice OR Home > Selling > Sales Invoice Click here
Sales Invoice Submission AR Executive Finance Manager Home > Accounting Module > Select Sales Invoice > Click on New Sales Invoice OR Home > Go to Selling Module > Go to Sales Invoice Click here
Process Deferred Accounting AR Executive Home > Accounting Module > Process Deferred Accounting Click here
Monthly Posting of Journal Entry AR Executive Home > Accounting Module > Journal Entry Click here
Incoming Bank Entry AR Executive Home > Accounting Module > Select Payment Entry > Click on New Payment Entry Click here
Payment Reconciliation AP Executive / Finance Manager Home > Go to Accounting Module > Select Payables > Go to Payment Reconciliation Click here
Program Enrolment (New Admission & Existing Students) Registrar, Registrar/DHT/HT Home> Education > Program Enrollment Click here

Admission: Variants- upto Primary 2, Primary 3 onwards

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